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Using Quick Steps

Why Use Quick Steps?

Quick Steps are shortcuts you can build on your screen to be able to efficiently complete a task. They make using Outlook a lot faster, fun, and easy!

Creating a Quick Step

  1. To build a Quick Step, simply open your Manage Quick Steps window by pressing the button found on the Home pane of the default Outlook Ribbon. 
Image of the Manage Quick Steps window

  1. The Manage Quick Steps Box will open.
    1. The window in front of you has two sections. On the left, are your current quick steps. On the right, is a description of what that quick step does. 
    2. Click on “New”, located underneath the left list of current quick steps.
Image of the Manage Quick Steps variety options

  1. From the drop-down box you will have a variety of options to choose from. 
    1. For the purposes of this tutorial, we are going to make a “Categorize and Move” quick step. 
    2. Click on whatever step best fits what you want to accomplish to continue onwards. 
Image of the First Time Setup window

  1. You will enter the First Time Setup window. 
    1. Name your quick step.
    2. Define the parameters of its action.
  2. Click Finish!

Congratulations! Your Quick Step should now be accessible from the Quick Step box in the Home pane of the default Outlook Ribbon

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